Integration Specialist

  • FMG
  • November 8, 2024
  • 09:51 PM
  • FMG Suite, LLC 12395 World Trade Dr Ste 200 San Diego, CA
  • Company size : 201-500 employees
  • Job Type & Title : Remote
  • Apply Now
  • About Company:

    From day one, we’ve been dedicated to helping financial advisors build their businesses, expand their influence, and strengthen relationships with customers. Our digital marketing tools and award-winning content are unparalleled in the industry. We currently provide over 40,000 advisors and insurance agents with websites, multimedia content, and the industry’s best communication tools. FMG Suite was born in San Diego, CA in 2011. We started with a handful of advisors and creative thinkers who dared to ask the question, “How can we make a remarkable difference for advisors?” Since then, our offerings have grown from websites to a sophisticated, automated “suite” that supports advisors’ success, day in and day out. Today, we are a hardworking, fun-loving team of experts from around the world, with experience encompassing finance, law, compliance, graphic design, web development – and nearly everything in between. We love putting our creative skills toward helping your business flourish.

  • Skills: Communication Manufacturing Process Improvement Organization Skills Client Communication Creative Problem Solving Critical Thinking Onboarding Oral Communication Transport Layer Security (TLS) Troubleshooting

Primary Responsibilities & Expectations
 

  • Serve as technical expert across all AR Operation teams by providing technical troubleshooting and solutions for Forge and Fuse, and communicating with clients via email, video call, or phone
  • Handle escalations for bugs and questions by serving as a liaison between AR Operations and other internal teams like Product and Engineering. A big part of your role will be continually identifying efficiencies with how escalations are reported and supported
  • Track Forge and Fuse bugs, process improvements, and questions that must be documented and shared with the team
  • Track product feature requests using Canny
  • Manage AMS sync during Fuse onboarding with Project Managers, ensuring proper AMS connection, correct segments, and accurate employee and policy mapping
  • Launch Forge websites on behalf of the client or in coordination with the client’s IT team, involving DNS or name server changes, DNS record research, and other technical tasks
  • Maintain a database of client domain access information in coordination with the team
  • Assist with gathering domain access credentials, acquiring delegated access to the client’s domain registrars, domain transfers, and other technical responsibilities related to DNS access as needed
  • Validate records on clients’ domains, to connect client domains with necessary Fuse and Forge products and services
  • Scan client websites to create URL reports for SEO and redirect optimization during Forge website deployment
  • Monitor site downtime and escalate for client communication, assisting with site outages and SSL certificate issues as needed
  • Implement third-party integrations on Forge websites when required
     

Skills And Qualifications
 

  • 3-5 years of technical support-related experience in a customer service or onboarding/implementation environment
  • Strong technical aptitude with the ability to understand and work with various platforms, tools, and technologies
  • Exceptional written and verbal communication skills
  • Attention to detail, exceptional organization, and ability to juggle multiple priorities with grace
  • Self-motivation and the ability to function both independently and within a team structure
  • Ability to manage expectations, set schedules, and ensure deliverables are on track as agreed to
  • Comfortable brainstorming and offering creative solutions to challenges big and small
     

Requirements
 

  • Must be available for in-person training (exception for existing Agency Revolution team members)
  • Must be able to work a standard schedule during set business hours
  • Must have a reliable, quiet work environment free from distractions
  • Must have an internet connection that meets FMG minimum requirements
  • Access to a private & secure workspace, free from distractions
  • Accessible during the assigned work schedule for regular duties and responsibilities as outlined by the supervisor
  • An internet connection with speeds of 5 Megabits down / 3 Megabits up (5mbps/3mbps)

FMG Suite, LLC

12395 World Trade Dr Ste 200 San Diego, CA

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